BUSINESS
DCB Bank Q1 review: Muted earnings a short term blip, Buy for the long term
While Q1 earnings were subdued, we expect future profitability to improve, albeit gradually, as operating leverage will play out with growth in the business
BUSINESS
Nifty scales 11,000, but why stocks and investors are both depressed
To play safe, institutional and retail investors preferred large caps with a promising profitability potential and robust fundamentals, whereas mid and small caps bore the brunt of selling pressures.
BUSINESS
Wealth management business: 4 stocks to watch out for
Outlook for the wealth management industry is promising as the market is under penetrated, likely to grow in sync with India’s economic growth and rising income levels in the economy
BUSINESS
ICRA downgrades Aspire Home Finance: Here’s how it will impact Motilal Fin Services
Despite weak performance in housing finance subsidiary, expected buoyancy in the capital markets along with growth in the fee-based businesses should support MOFS’ future earnings.
BUSINESS
SEBI pulls ICICI Pru AMC for I-Sec IPO: Potential financial impact on group cos
While the SEBI rule is another blow to ICICI Group’s corporate governance standards, we try to understand the financial implications of the order on the group companies.
BUSINESS
Rupee staring at 70/$: Is this 2013 all over again?
We don’t see the current depreciation in rupee as a crisis situation yet and hence comparison with 2013 is totally unwarranted.
BUSINESS
Potential stake sale in PNB Housing Finance- Here’s what investors needs to know
At the current valuation, the probability of HDFC buying PNB housing is minuscule.
BUSINESS
L&T Finance Holdings: Well positioned in high growth segments
LTFH redefined its business strategy to achieve top quartile return on equity (RoE) by FY20 or earlier and is well on track to deliver on its stated objective.
BUSINESS
Motilal Oswal: Investors with an appetite for some volatility can accumulate for the long term
By positioning itself as a diversified capital market player, not just a broking entity, it stands to benefit from the structural growth in the sector.
BUSINESS
IIFL Wealth's recent fund raising exercise only brightens its future prospects
The capital raised by the wealth management company suggests that its valuation is currently around Rs 14,600 crore, which is 38 times its FY18 profit
BUSINESS
COMMENT-Here's how Chanda Kochhar's exit will impact the ICICI Bank stock price
While there will be speculation on the potential CEO for the term beginning March next year, the managerial changes do help in addressing the succession planning at the bank to some extent.
BUSINESS
Fed delivers on rate hike with improved growth outlook; here's what we make of it
In the June policy, the Fed chose to concentrate on the US' economy rather than be distracted by emerging market woes
BUSINESS
Dissecting the Trump-Kim summit and its implications on global markets
The most important takeaway from this summit is that economic objectives took precedence over politics
BUSINESS
CDSL: A good, low-risk play on the growth in capital markets
CDSL is well-poised to benefit from capital markets continuing to grow in scale and depth. More importantly, we like the depository's inherent strength and the uniqueness of its business model
BUSINESS
BSE: Buy this resilient business
We see BSE as a beneficiary of buoyant capital market conditions. The stock offers a unique value proposition making it a worthy buy.
BUSINESS
Centre’s bailout package: How should you trade sugar stocks now?
The government’s measures are likely to result in an increase in sugar prices and moderate the decline in profitability of mills, thus enabling timely payment to farmers. However, overall profitability outlook for the sugar sector remains weak for FY19.
BUSINESS
Sundaram Finance: A long term compounder
The demonstrated track record of stable and profitable growth across business cycles, established franchise with experienced senior management team, good overall asset quality makes Sundaram Finance a worthy inclusion in the portfolio.
BUSINESS
Indostar Capital: A reasonably priced long-term bet
Indostar reported a subdued yet healthy earnings, with above industry average RoA of 3.5 percent, supported by high margins and low credit cost
BUSINESS
GIC Re Q4 earnings: Subdued quarter; but long term buy
Being the leader in reinsurance in India, GIC Re has competitive strengths in the domestic market in terms of strong underwriting and actuarial capabilities.
